Wedmont Private Capital Schwab Strategic Tr Us Dividen Transaction History

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024

A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wedmont Private Capital holds 90,965 shares of SCHD stock, worth $2.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
90,965
Previous 23,409 288.59%
Holding current value
$2.6 Million
Previous $1.98 Million 25.63%
% of portfolio
0.13%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $1.82 Million - $5.74 Million
67,556 Added 288.59%
90,965 $2.49 Million
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $85,954 - $94,926
1,116 Added 5.01%
23,409 $1.98 Million
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $291,262 - $307,936
3,842 Added 20.82%
22,293 $1.73 Million
Q1 2024

Apr 10, 2024
SELL
$75.25 - $80.63 $33,561 - $35,960
-446 Reduced 2.36%
18,451 $1.49 Million
Q4 2023

Jan 09, 2024
BUY
$66.9 - $76.32 $56,262 - $64,185
841 Added 4.66%
18,897 $1.44 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $31,995 - $34,273
453 Added 2.57%
18,056 $1.28 Million
Q2 2023

Jul 17, 2023
BUY
$69.18 - $73.94 $150,397 - $160,745
2,174 Added 14.09%
17,603 $1.28 Million
Q1 2023

Apr 11, 2023
SELL
$70.28 - $78.03 $598,434 - $664,425
-8,515 Reduced 35.56%
15,429 $1.13 Million
Q4 2022

Jan 09, 2023
BUY
$67.16 - $79.06 $795,577 - $936,544
11,846 Added 97.92%
23,944 $0
Q3 2022

Oct 03, 2022
BUY
$66.43 - $77.87 $132 - $155
2 Added 0.02%
12,098 $804,000
Q2 2022

Jul 11, 2022
BUY
$70.31 - $80.24 $215,078 - $245,454
3,059 Added 33.85%
12,096 $866,000
Q1 2022

Apr 05, 2022
BUY
$75.14 - $81.94 $345,042 - $376,268
4,592 Added 103.31%
9,037 $717,000
Q4 2021

Jan 14, 2022
BUY
$74.93 - $80.86 $333,063 - $359,422
4,445 New
4,445 $364,000

Others Institutions Holding SCHD

# of Institutions
1,939
Shares Held
823M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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